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FISV

Fiserv Inc

1,252 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 479 increasing their positions, 496 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

19% less capital invested

Capital invested by funds: $32.1B → $25.9B (-$6.2B)

47% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 241

Holders
1,252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$617M
Puts
$501M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1201
Sunrise Financial Services
Washington
$1.67K
WA
1202
Whipplewood Advisors
Colorado
$1.67K
DWM
1203
Dogwood Wealth Management
Kansas
$1.62K
CWP
1204
Clark Wealth Partners
Illinois
$1.51K
ACA
1205
American Capital Advisory
Idaho
$1.4K
SIM
1206
Synergy Investment Management
Florida
$1.4K
TSMHT
1207
Thurston Springer Miller Herd & Titak
Indiana
$1.39K
PWS
1208
Peterson Wealth Services
Utah
$1.34K
BHWM
1209
Beaird Harris Wealth Management
Texas
$1.17K
NL
1210
NVWM LLC
Pennsylvania
$1.12K
BH
1211
Burk Holdings
Oklahoma
$1.12K
PWA
1212
Portus Wealth Advisors
North Carolina
$1.12K
CIAS
1213
CBIZ Investment Advisory Services
Ohio
$1.06K
HFS
1214
Hughes Financial Services
Virginia
$1.06K
AT
1215
Arlington Trust
Alabama
$1.06K
WA
1216
WPG Advisers
Maryland
$1K
AP
1217
Aspect Partners
Virginia
$1K
PWM
1218
Proathlete Wealth Management
Florida
$1K
WA
1219
WestEnd Advisors
North Carolina
$949
FFO
1220
Fortitude Family Office
Arizona
$949
BHWM
1221
Bay Harbor Wealth Management
Maryland
$892
CBT
1222
Crews Bank & Trust
Florida
$837
TFM
1223
TFC Financial Management
Massachusetts
$837
TCM
1224
TD Capital Management
Tennessee
$781
CFD
1225
Creative Financial Designs
Indiana
$781